401(k) · DOL Form 5500 · 2022
Daw & Frantz Cpas LLP 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Douglas Daw & Company 401(k) Profit Sharing Plan · Sponsored by Daw & Frantz Cpas LLP · Texas · Professional & Technical Services
$3M in assets, 2 participants
Daw & Frantz Cpas LLP's Douglas Daw & Company 401(k) Profit Sharing Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 39th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,810 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Douglas Daw & Company 401(k) Profit Sharing Plan holds $3M for 2 participants - about $1.4M per participant, in the lower half of filed plans by assets.
- #7,810
- in Professional & Technical Services (21,562 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Douglas Daw & Company 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Douglas Daw & Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,793,101 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Douglas Daw & Company 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Douglas Daw & Company 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 823751113 · Daw & Frantz Cpas LLP PY 2022 · 401(k)
Douglas Daw & Company 401(k) Profit Sharing Plan · $3M · 2 · 39th
- ASSETS $3M
- PCT 2
- EIN 39th
- RANK 401(k)
- PHOTO near The Ce Shop LLC 401(k) Plan
- IND ind #7810
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Texas →
Douglas Daw & Company 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$229K |
| Employer EIN | 823751113 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Douglas Daw & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is The Ce Shop LLC 401(k) Plan in CO ($3M); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- The Ce Shop LLC 401(k) Plan (CO) $3M · 154
- Illumination Foundation Retirement Savings Plan (CA) $3M · 247
- Docgo 401(k) Plan (NY) $3M · 1,775
- Directv Latin America LLC 401(k) Plan (NY) $3M · 109
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.